Tata Quant Fund vs Quant ESG Equity Fund Regular compare

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Tata Quant Fund-Regular Plan-Growth

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Quant ESG Equity Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Equity Fund Regular - Growth
Fund	Tata Quant Fund-Regular Plan-Growth	Quant ESG Equity Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹66 Cr	₹288 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	27 Jan 2020	05 Nov 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	BSE 200	NIFTY 100 ESG TRI
Turn Over	349.61%	%
Expense Ratio	2.4	2.42
Manager	Sailesh Jain	Sanjeev Sharma
ISIN Code	INF277K016Y9	INF966L01AB8
Exits Load	Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Equity Fund Regular - Growth
1 Month	-100%	4.89%
6 Month	-100%	-2.23%
1 Year	-100%	-2.26%
3 Year	-100%	22.57%
5 Year	-100%	-

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Equity Fund Regular - Growth
6 Month	-4.23%	9.19%
1 Year	-11.46%	1.55%
3 Year	10.52%	16.07%
5 Year	11.18%	-

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Equity Fund Regular - Growth
1 Year	17.66%	22.83%
3 Year	13.42%	28.77%
5 Year	13.62%	-

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Equity Fund Regular - Growth
Standard Deviation	14.21%	18.756%
Sharp	0.361%	0.643%
Beta	-	1.112%
Alpha	-	6.426%

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Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Equity Fund Regular - Growth
Name	Sailesh Jain	Sanjeev Sharma
Total AUM	₹17041 Cr	₹39731 Cr
Funds Managed	7	22
	Tata Quant Fund-Regular Plan-Growth	Quant ESG Equity Fund Regular - Growth

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Equity Fund Regular - Growth
Others	5.33	13.27
Large Cap	49.88	45.01
Mid Cap	44.78	21.29
Small Cap	0	20.43

Scheme Name	Tata Quant Fund-Regular Plan-Growth	Quant ESG Equity Fund Regular - Growth
Others	5.33	13.27
Industrials	4.39	-
Basic Materials	15.9	-
Financial Services	30.17	32.57
Energy	0.84	9.56
Consumer Cyclical	4.18	6.97
Healthcare	8.14	19.88
Technology	19.92	3.22
Utilities	6.67	5.74
Consumer Defensive	0	8.79
Communication Services	4.46	-
Real Estate	0	-